$Berkshire Hathaway-B (BRK.B.US)$ 看來被機構獲利出場

$Veeva Systems (VEEV.US)$ very rare you find a growing stock like this. Position its self at a sweet spot in the early stage of AI boom. Certainly to harvest in the near future. It may seems weak right now but that is a good time to buy now! Shall wait and see..

$PDD Holdings (PDD.US)$ , which runs discount-focused platforms Pinduoduo in China and Temu for the international market, experienced its largest one-day share drop since its U.S. listing in 2018. The decline of over 28% erased almost $55 billion in market capitalisation.
It is rare to see such a significant market adjustment for a large-cap company like this, especially considering that Pinduoduo has continued to be favored by many in...

$NVIDIA (NVDA.US)$
NVIDIA Q2 FY2025 earnings conference call is scheduled for August 28 at 5:00 PM EDT /August 29 at 5:00 AM SGT /August 29 at 7:00 AM AEST. Subscribe to join the live earnings conference with management NOW!
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What do you expect from NVIDIA's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what management has to say!
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$USD/MYR (USDMYR.FX)$
令吉走势势不可挡，今日再大涨超过1.7%，突破4.50关口，全周更是大涨3.6%！
截至下午5时，令吉汇率报在1美元兑4.4908令吉，单日涨了1.72%。这是令吉在本周三（7月31日）突破4.60关键水平之后，3日内再攻克另一道关键关口。
全周来看，令吉汇率大涨了3.59%，是本周表现最佳的新兴市场货币。
我国经济增长前景乐观，再加上外资持续流入，促使令吉连涨10天，是14年来最长的连涨纪录。
彭博报道，在经历了三年颓势后，令吉汇率在今年的表现优于其他亚洲货币，尤其在政府出台了促进外国投资的政策，并削减补贴以缩小预算赤字的举措。
在这些政策加持下，马股重新吸引了全球基金的兴趣，这些基金今年迄今买入了1.12亿美元（约5.08亿令吉）马股。
同时，大马的经济复苏也在加速，出口情况的改善为经济增长提供了支持，同时，统计局的前期预测次季经济增长率高达5.8%，也超越了市场的预测。
根据马新社报道，第二财长拿督斯里阿米尔韩查相信，今年我国经济增长4%至5%的预测是可以实现的，甚至会达到更高水平，令吉走势也将进一...

$RCECAP (9296.MY)$ With the increment of civil servant’s salary (circa 13%) slated to commence from Dec 2024 onwards, its positive impact on RCECAP’s top and bottom line should be reflected from Q4 2025 (Jan-Mar period) onwards, and the full impact should be reflected in FY 2026 (Apr 2025 - Mar 2026) accordingly.
Patience is a virtue and this holds true especially for this stock which has steadily grown over the past few years.

The investment thesis has been "AI AI AI". While my portfolio benefited from $NVIDIA (NVDA.US)$ 's relentless rise to $3T, the position in $Arm Holdings (ARM.US)$ has yielded an even greater %return. This is surprising, as I don't think ARM's business model justifies the exponential growth that is being priced in. Likely to be trimming this position later on before earning to avoid risk.
This brings us to future projection 👀 As the interest rate goes down, presidential ele...